CFA vs DFAC

ACFA

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.19%CFA · $119 on $10k

Smallest drop−7.1%CFA · worst fall in 1Y

Held in common42.3%CFA and DFAC

CFA

DFAC

VictoryShares US 500 Volatility Wtd ETF · $538MDimensional - US Core Equity 2 ETF · $89.2B

+18.0%3 years · per year$16,423 · $18,682+23.2%

+8.3%5 years · per year$14,893 · $17,417+11.7%

0.38%Expense ratio$38 · $21 on $10k · lower wins0.21%

1.19%12-mo yield$119 · $87 on $10k0.87%

−7.1%Worst dropSmaller wins−8.5%

10.6%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCFA · DFAC

0.5%BRK-B0.8%

0.4%PG0.5%

0.3%KO0.5%

0.3%COST0.3%

Held in common42.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.19%	+1.6%	+14.3%	+16.6%	+18.0%	+8.3%	−7.1%	$538M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.19%	+1.6%	+14.3%	+16.6%	+18.0%	+8.3%	−7.1%	$538M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CFA vs DFAC

CFA

VictoryShares US 500 Volatility Wtd

$14,893

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureCFADFAC

Fee0.38%0.21%

Cost on $10k a year$38$21

Yield1.19%0.87%

5 years, per year+8.3%+11.7%

3 years, per year+18.0%+23.2%

Worst drop · 1Y−7.1%−8.5%

Volatility · 1Y10.6%12.3%

3–3measures won
level

42.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CFA, DFAC, VUG

Today

42.3%most shared, CFA and DFAC

CFADFACVUG

CFA—42.3%13.4%

DFAC42.3%—36.1%

VUG13.4%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$81most kept, CFA

CFA$119 − $38 = $81

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee